Pineridge Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Pineridge Advisors’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$159K	Buy	2,033 +2	+0.1%	+$151	0.05%	59
2025 Q2	$148K	Sell	2,031 -1,329	-40%	-$89.4K	0.05%	59
2025 Q1	$221K	Buy	3,360 +13	+0.4%	+$899	0.09%	38
2024 Q4	$231K	Sell	3,347 -606	-15%	-$42K	0.09%	46
2024 Q3	$267K	Sell	3,953 -238	-6%	-$15.5K	0.1%	52
2024 Q2	$268K	Sell	4,191 -221	-5%	-$13.6K	0.09%	52
2024 Q1	$271K	Sell	4,412 -168	-4%	-$9.84K	0.1%	46
2023 Q4	$256K	Buy	+4,580	New	+$240K	0.08%	56

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $3.48B AUM 17.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pineridge Advisors's SPYM Position: Q3 2025 in Review

Pineridge Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.1% in Q3 2025, buying an estimated $151 and bringing the position to 2,033 shares worth $159K. The position accounts for 0.05% of the portfolio, ranked #59.

Pineridge Advisors first reported a position in SPYM in Q4 2023 and has held it in 8 quarters since. The position peaked at $271K in Q1 2024. 1,423 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

Pineridge Advisors held 2,033 shares of State Street SPDR Portfolio S&P 500 ETF worth $159K as of Q3 2025.
Pineridge Advisors bought 2 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2025, an estimated $151.
State Street SPDR Portfolio S&P 500 ETF made up 0.05% of Pineridge Advisors's portfolio in Q3 2025, its #59 holding.
Pineridge Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $271K in Q1 2024.
1,423 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.